Tool Spotlight

Tool Spotlight: Embedding Plans on Your Website

Sam Bender
Jan 4, 2023
Tool Spotlight: Embedding Plans on Your Website

Members shouldn’t be a part of your community when they sign up, you should be thinking about their journey as a member from the moment they connect with you!

Once someone has decided they want to join your space, it’s important to reduce as much friction as possible on their path to becoming a fully-fledged member of your coworking space. Ensure that your soon-to-be members find exactly what they’re looking for and sign up seamlessly by embedding your plans directly on your website using Cobot’s embeddable plans.

Create your plans

Just getting started? Setting up plans is simple in Cobot. We’ve even got a video to show you how to make the perfect plans based on what you want to offer:

Embed your plans

Every time you create a plan in Cobot, the system generates a unique URL. These can be found under Setup » Plans. Click on the copy button next to the URL and add it to an embed button on your website.

When prospective members click on it, they will be redirected to the Cobot signup page for that unique plan.

This will save you from manually entering in member data when they contact you and for the member, this means a seamless transfer from your website to their new membership.

Pro-tip: You can also send these unique plan URLs directly to anyone interested in registering in your space. Try adding them to a mailer or a thank you message after an event.

Pre-fill the form

You may already have a method of collecting member data set up on your website, such as an introductory contact form or a physical application form in your space. In that case, you can easily pre-fill some member data on the signup page before sending the link to your prospective member.

Let’s say someone arrives in your space to take a tour, so you ask them to fill out your guest registration form on paper. They get in touch a week later, saying they would like to signup for a membership. You now email them a link to the plan they want to join with that information pre-filled out.

What can this feature do for my space?

Tailoring plans to suit the community you want to build can be an excellent way to curate your membership and encourage signups. You can use it to improve your membership funnel at open houses, events, workshops, and in conjunction with our External Bookings feature. Go ahead and see how improving your pre-membership pathway improves your membership funnel!

This feature is standard with every Cobot subscription and is absolutely free to use.

If you aren’t already using Cobot as your coworking management software, give it a go! You’ll find that our features can help you run your coworking space more effectively and grow your community. Just sign up for a free trial or a live demo session. And if you have questions, our support team is all ears!

Happy Coworking

Sam Bender

Senior Communications Specialist at Cobot and all-around connoisseur of useless trivia, reading on airplanes, sleeping in late - and working from interesting places!